LEAD INFORMATION

Travel Advisor: Summer Kidder
Status: Booked

Name: Chris Lossett
Email: ragincajuns21@gmail.com
Phone: (225) 270-9126
Preferred Time to Call:
Type of Travel: New Group

Q: DESTINATION
Region: Cancun , Caribbean & Mexico
Travel Dates: April 21 – April 27 2025
Number of Travelers: Possibly 14 adults
Passport Books: Yes

Q: EXPECTATIONS
Client Expectations: Support, Time Saving
Type of accommodations: 4 Star (Marriott or similar)
Notes on Past Travels:

Q: INVESTMENT
Investment: $3,000 – $5,000

Q: COVENANT
Quote Review Date: at

RESERVATION INFORMATION:
Group Name (If applicable):

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Additional Details:

I am looking to potentially plan a trip to Mexico for my wife’s 40th birthday. Depending on the cost and availability, we may have 7 couples going to for this trip. She originally wanted to look into the Excellence Resorts.

9/23- Left a voicemail and email-SK
9/27/2024- phone consultation with client. Wife wants Excellence in Mexico, and we discussed the two Excellence in Mexico. Will be at least 3 couples but wants a price could possibly be 7 couples. Discussed planning package fee per booking did state could waive $100 planning for main client if others book as well as a courtesy.
9/27/2024 -Sent over quote for Excellence Playa Mujeres and also Atelier to take a look at via email. Will speak again Monday or Tuesday
10/03/2024- will quote final price on 10/08/2024 and book with client

Source: Repeat Client –

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